Smurfit Westrock Plc (SW) Quarterly Institutional 13F Update (Q2 2026)

SW ranks #863 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SW is a top-conviction position for Trinity Street Asset Management LLP — at 12.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SW belongs to BlackRock, Inc., but the position matters far more to Trinity Street Asset Management LLP, who has 12.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Capital Research Global Investors has added to its SW position for two straight quarters, increasing it by $575.2M to reach $2.0B today.

FIL Ltd has trimmed its SW position for two straight quarters, cutting it by $284.0M while still holding $29.5M.

SW is down 0.7% today, but institutions show net buying of $2.7B this quarter — a divergence between today's price move and the underlying institutional flow.

SW posted net income of $497.0M over the trailing twelve months.

• Profitable — net income of $497.0M over the trailing twelve months
• Revenue grew 1.7% year over year
• Net income improved year over year, from $352.0M to $497.0M
• Generated $3.4B in positive operating cash flow
• Current ratio of 1.48x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.46x equity — within a conventional range